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Automating Data Extraction from Insurance Agent Chatbot
Automating Data Extraction from Insurance Agent Chatbot

Use Taskade to create an insurance agent chatbot, embed it in your website and help extract lead information from conversations.

Updated over a week ago

Overview

Create an AI Agent specially trained with your insurance company's information and embed it in your website, after every conversation it will extract out key information from the user the document it down in Google Sheet, letting you follow up or arrange appointments with prospective clients.

Here's what we'll cover:

  • How to generate a basic agent to help with insurance sales.

  • How to customize the agent with your own company's information.

  • How to create an automation to extract data from conversations.

Generating an Agent

  • Generate an Agent

    1. Click on Create agent or Create with AI in the AI agents tab of the workspace.

    2. Describe your agent's task as a prompt for the agent to be generated. In this use case, we will be creating an agent to help with insurance sales.

Customizing the Agent

You can customize the agent by giving it additional knowledge sources about your company, this can be in the form of PDFs, Youtube Videos, Website links and Text files. This will help it better answer and FAQs about your insurance products. If the information required is very specific, utilizing a Taskade project as the knowledge provides more consistent results.

  • Customize the Agent

    1. Click on the Triple dot icon beside the agent's name.

    2. Click on Add knowledge.

    3. Add in any relevant knowledge you would like your agent to know about your company or products.

    4. Click on the Share & Embed tab.

    5. Click on Public access to toggle it on.

    6. Ensure that Chat Timeout is turned on.

    7. The Agent Share Link below can then be used to embed the agent to any website of your choice.

Creating an Automation

In this example, we will create an automation to extract certain key information when a public conversation has ended and insert it as a row in Google Sheets.

  • Create an Automation

    1. Create a Trigger and select Agent Public Chat Ended. Ensure that the Insurance Sales Agent is selected.

    2. Add an Ask Agent action. Ensure that the same agent is selected and the Output Type is set to Structured Output.

    3. Add an appropriate prompt to and ensure that the conversation history is referenced using the @ symbol. For this example add 3 text fields and name them with the respective data you want to collect.

    4. Add the Insert Row Google Sheets action, the variables can now be referenced the same fields in the Google Sheet action using the @ symbol.

😊 Helpful Links

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